Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | 02-01-2024 | 12-31-2023 | 1787 | 1,144,543,965 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SMARTSHEET INC | COM CL A | 201 | $629,359 | 13,161 | 0.00 | 0.00 | -332 | -2.46 | 12-31-2023 |
ILLINOIS TOOL WKS INC | COM | 202 | $616,517 | 2,354 | 0.00 | 0.00 | 1,789 | 316.64 | 12-31-2023 |
FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 203 | $615,618 | 7,691 | 0.00 | 0.00 | 441 | 6.08 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 204 | $612,476 | 2,020 | 0.00 | 0.00 | -8,670 | -81.10 | 12-31-2023 |